Pinnacle Wealth Planning Services
REG icon

Pinnacle Wealth Planning Services’s Regency Centers REG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$89.6K Sell
1,247
-27
-2% -$2.09K 0.01% 918
2026
Q2 		$102K Buy
1,274
+15
+1% +$1.18K 0.01% 858
2026
Q1 		$95.3K Sell
1,259
-6
-0.5% -$447 0.01% 827
2025
Q4 		$87.3K Buy
+1,265
New +$88.7K 0.01% 854
2021
Q1 		– Sell
-65
Closed -$3K – 1586
2020
Q4 		$3K Buy
+65
New +$2.8K ﹤0.01% 1848

Other funds holding REG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pinnacle Wealth Planning Services's REG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Regency Centers (REG) stake by 2.1% in Q3 2026, selling an estimated $2.09K and leaving 1,247 shares worth $89.6K. The position accounts for 0.01% of the portfolio, ranked #918.

Pinnacle Wealth Planning Services first reported a position in REG in Q4 2020 and has held it in 5 quarters since. The position peaked at $102K in Q2 2026. 159 funds tracked by Wall St. Rank hold REG as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,247 shares of Regency Centers worth $89.6K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 27 Regency Centers shares in Q3 2026, an estimated $2.09K.
  • Regency Centers made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #918 holding.
  • Pinnacle Wealth Planning Services first reported a position in Regency Centers in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Regency Centers position peaked at $102K in Q2 2026.
  • 159 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.